What does Rockbridge Investment Management, LCC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Rockbridge Investment Management, LCC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$225M9.7M20.2%

DIMENSIONAL ETF TRUST

$148M3.8M13.3%

DIMENSIONAL ETF TRUST

$78M2.2M7.0%

VANGUARD SCOTTSDALE FDS

$75M940K6.7%

SPDR SERIES TRUST

$74M934K6.6%

ISHARES TR

$63M701K5.7%

VANGUARD BD INDEX FDS

$61M828K5.5%

SPDR SERIES TRUST

$49M642K4.4%

DIMENSIONAL ETF TRUST

$33M941K2.9%

ISHARES INC

$30M429K2.7%

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